Partner, Senior Wealth Advisor
Core
Lead a high-performing team of Wealth Advisors, drive cultural integration of acquired practices, and serve as a trusted fiduciary advisor to affluent clients.
Role type
Senior Individual Contributor / Team Lead (Wealth Management)
Builds
Holistic financial solutions (investment, tax, estate, insurance) for affluent families
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Team leadership, fiduciary advisory, complex financial analysis, client relationship management, compliance adherence, strategic planning
Preferred skills
Sales aptitude, mentoring, process improvement, entrepreneurial mindset
Technologies
Financial planning software
Responsibilities
Lead and develop a high-performing team of Wealth Advisors; Serve as a trusted advisor to affluent clients, identifying financial goals and delivering tailored recommendations; Ensure client retention through meaningful, long-term relationships; Maintain strict adherence to compliance and regulatory standards.
Seniority
Senior, hands-on IC with leadership responsibilities